Avii Grows with
Your Practice

Powering Change Management

Avii provides a unified workspace for tax, audit, advisory, management consulting and compliance organizations that strengthens client loyalty, automates and consolidates workflows, and ensures security and compliance. And if that isn’t enough, Avii also helps you streamline resource planning and increase profitability.

Document
Management

Avii’s secure document exchange for your team includes secure, intuitive document uploads; granular permissioning; document request lists and templates; and more.

What's included
  • Document management system
  • Document-related team collaboration
  • Document request lists and templates
  • Analytics, status indicators and reminders
  • Advanced permissioning by document, folder individual, role and team
  • Cloud document storage connectivity (OneDrive, Box)
  • AI-driven workflow automation
  • Avii Intelligence
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Client
Experience

Avii provides a unifying experience that brings together your firm and improves collaboration and efficiency. And as an important side note, your clients will appreciate the added insights and clarity.

What's included
  • The complete Document Management solution
  • Document-related collaboration
  • Standard task management
  • Collaborative notes and discussions
  • Action-oriented alerts and notifications
  • News and other important highlights
  • Avii Intelligence
LEARN MORE

Resource
Management

Keep client engagements moving and on time with advanced resource, project and task management. Using the integrated intelligent workflow automation, customize how information and work flows through your teams.

What's included
  • Competency-based project queue
  • Project and task management
  • Document approvals
  • Time keeping
  • Client management
  • Calendar and scheduling
  • Avii Intelligence
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Resource Management
+ Advanced Workflows

Customizing your flow of work will provide advanced automation to keep your team informed and productive. You will also enjoy the added benefits of the entire Resource Management solution.

What's included
  • The complete Resource Management solution
  • The complete Document Management solution
  • Advanced, customizable workflow automation
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Firm
Performance

Gain the insights you need to manage proposals, forecast opportunities and establish engagement budgets. And once engagements begin, measure and adjust their effectiveness in real time.

What's included
  • Time keeping with project coding
  • Forecasting and budgeting
  • Proposal and opportunity management
  • Real-time gain and loss analysis
  • Avii Intelligence
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Firm Performance
+ Invoicing

You will also enjoy the added benefits of the entire Firm Performance solution.

What's included
  • The complete Firm Performance solution
  • Expense and invoice tracking
  • Client management
  • Client payment history
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Avii
Intelligence

Avii Intelligence powers the entire Avii Workspace platform. It automates processes, centralizes your important information, and surfaces real-time insights.

What's included
  • Workflow automation
  • Centralized database
  • KPIs and reports
  • Communications (alerts, discussions, news feed)
  • Knowledge sharing (notes, quick links)
  • System administration
LEARN MORE
Essential accounting apps all in one place

Mouse over a solution name for more info on the solution.

Avii is the first true SaaS Hub™ for accounting firms. It provides the foundational environment of interconnected apps that unify your disparate data, security, workflows and practice management—eliminating manual steps, facilitating automation and unifying KPIs and other status indicators into a visual dashboard.

With Avii you can choose the entire platform or only what you need:

  • Document Management
  • Client Experience
  • Resource Management
  • Resource Management with Advanced Workflows
  • Firm Performance
  • Firm Performance with Invoicing
Avii Intelligence powers the entire platform, bringing your entire experience into one place.

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Document Management

Avii’s secure document exchange for your team includes secure, intuitive document uploads; granular permissioning; document request lists and templates; and more.

What's included
  • Document management system
  • Document-related team collaboration
  • Document request lists and templates
  • Analytics, status indicators and reminders
  • Advanced permissioning by document, folder individual, role and team
  • Cloud document storage connectivity (OneDrive, Box)
  • AI-driven workflow automation
  • Avii Intelligence

Client Experience

Avii provides a unifying experience that brings together your firm and improves collaboration and efficiency. And as an important side note, your clients will appreciate the added insights and clarity.

What's included
  • The complete Document Management solution
  • Document-related collaboration
  • Standard task management
  • Collaborative notes and discussions
  • Action-oriented alerts and notifications
  • News and other important highlights
  • Avii Intelligence

Resource Management

Keep client engagements moving and on time with advanced resource, project and task management. Using the integrated intelligent workflow automation, customize how information and work flows through your teams.

What's included
  • Competency-based project queue
  • Project and task management
  • Document approvals
  • Time keeping
  • Client management
  • Calendar and scheduling
  • Avii Intelligence

Resource Management with Advanced Workflows

Customizing your flow of work will provide advanced automation to keep your team informed and productive. You will also enjoy the added benefits of the entire Resource Management solution.

What's included
  • The complete Resource Management solution
  • The complete Document Management solution
  • Advanced, customizable workflow automation

Firm Performance

Gain the insights you need to manage proposals, forecast opportunities and establish engagement budgets. And once engagements begin, measure and adjust their effectiveness in real time.

What's included
  • Time keeping with project coding
  • Forecasting and budgeting
  • Proposal and opportunity management
  • Real-time gain and loss analysis
  • Avii Intelligence

Firm Performance with Invoicing

You will also enjoy the added benefits of the entire Firm Performance solution.

What's included
  • The complete Firm Performance solution
  • Expense and invoice tracking
  • Client management
  • Client payment history

Avii Intelligence

Avii Intelligence powers the entire Avii Workspace platform. It automates processes, centralizes your important information, and surfaces real-time insights.

What's included
  • Workflow automation
  • Centralized database
  • KPIs and reports
  • Communications (alerts, discussions, news feed)
  • Knowledge sharing (notes, quick links)
  • System administration